Derek Maisel is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Morgan Stanley in 2022, he held roles at The Vanguard Group, AirTutors, Cambly Inc., and TutorABC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and proprietary tools, and serves clients through both direct and corporate agreements.

Thomas Verde is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Nathan Schilling is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Altabank. Outside of finance, he has experience working at a Christmas tree farm and has been involved with Utah Valley University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies developed by internal teams and third-party managers, with portfolio implementation that varies by strategy and includes tax-sensitive options.

Timothy Orendorff is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, he owns and operates a sports photography business photographing his son's school and club basketball games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Dave Bealer is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Slalom LLC and spent 18 years at T-Mobile USA, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Gage Hropoff is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he held positions at Lowe's, Fry's Food Store, and worked in education at Grand Canyon University, Higley High School, and Sossaman Middle School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Thomas is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2014. Prior to this, he has been affiliated with Bank of America since 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Carlos Hurtado is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for eight years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a wider range of financial products including insurance-related vehicles and bank deposit sweep options.

Cole Burchianti is a CFP®-certified financial advisor with six years of industry experience, currently serving clients through Raymond James Financial Services Advisors, Inc. He has previously worked at firms including Morgan Stanley, The Vanguard Group, and First Command Advisory Services. He is also employed as a financial advisor at Desert Financial Wealth Management in Chandler, AZ. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses tailored planning and analytical tools to support non-discretionary consulting and sponsors wrap-fee advisory programs across a large network of advisors.

Ryan Ping is a financial advisor with Edward Jones in Tempe, AZ, holding CFP® and Series 63 credentials and 25 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he coaches youth soccer with local nonprofit organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Joseph Murphy is a CFP® with 12 years of experience in the financial industry. He has worked at Charles Schwab & Co., Inc. since 2026 and previously spent 14 years at Edward Jones. Based in Phoenix, AZ, Murphy holds the Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a mix of non-discretionary advisory relationships alongside discretionary separately managed accounts, leveraging multi-asset model portfolios and a formal alternative investment program.

Andrew Klein is a CFP® professional with 21 years of industry experience and has been with Edward Jones since 2004. Based in Phoenix, AZ, he holds the Series 63 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Jesus Barrera is a Series 66-licensed advisor at Merrill with 10 years at the firm and 2 years of industry experience overall. His prior work includes a position at Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals and institutions.

Chad Anderson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Cetera Advisors LLC since 2021 and previously at LPL Financial and Investment Centers of America, Inc. Anderson is also an insurance agent providing life insurance options through Insource Inc and sells fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that supports discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Dante Kircher Myton is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Bank of America and has experience in various roles outside finance, including ownership of a wholesale and ecommerce business. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services.

Melissa Davis is a Series 66 licensed financial advisor at Merrill with 21 years at the firm and 10 years of industry experience. She is based in Chandler, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kathy Melvin is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2000. Outside of her advisory role, she is co-owner of a plumbing, HVAC, and electrical business in Queen Creek, Arizona, operated by her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated services, managing approximately $1.01 trillion in assets through a network of nearly 24,000 advisors.

Raymond Thompson Jr. is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of investment strategies and services under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Daniel Jimenez Fulton is an advisor with Merrill holding Series 63 and Series 66 licenses, and has one year of industry experience. His prior work includes roles at J.P. Morgan Securities, Varonis, Task Rabbit, and a teaching position at the University of Southern California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Syndel Milanin Sendas is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Syndel held roles at Stonex Group Inc. and StoneX Financial Inc., among other firms. Outside of finance, Syndel has been involved with Sendas Foods LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.